See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,597 | $183,519-83.3% | $155,509-80.3% | $145,922-79.0% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 13.53% | 61.17%-47.6pp | 64.67%-51.1pp | 561.29%-547.8pp |
| Employer contribution / active EE | $3,056 | $5,313-42.5% | $4,672-34.6% | $4,660-34.4% |
| Participant deferral / active EE | $5,608 | $6,462-13.2% | $5,626-0.3% | $6,688-16.1% |
| Admin fee / account holder | $1,962 | $19,313-89.8% | $15,912-87.7% | $13,397-85.4% |